Money Professionals Group

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Description

Founded in 1987, Money Professionals Group provides hourly, fee only financial advice in Orlando and the Spacecoast of Florida. We provide as much or as little help as each person may need. Our financial services are available on an hourly, fee only as needed basis. We have no minimum account sizes or minimum fees. We work in a fiduciary capacity for our clients, assuring you we put your best interests first!

We provide advice for all types of securities, including mutual funds, stocks (as they relate to your portfolio holdings), bonds, bank deposits, variable and fixed annuities, limited partnerships and tax shelters. We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs, stock options, life and disability insurance, etc. If it has to do with money and finances, we can provide counseling, guidance and/or resources for you.

Once the plan is presented, we provide complete client support for six months. This includes two quarterly meetings as well as email and telephone support to address questions and provide advice on plan implementation.

Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future. At Money Professionals Group, the financial planning process consists of seven distinct steps (see Seven Steps to Success for details on our unique financial planning process). It is important to remember that financial planning is a process . . . not an event.

Absolutely not. We will offer recommendations which in our professional opinion will meet your needs and objectives, but you are under no obligation to purchase them. In today's competitive market, it makes sense to shop around for the best available product or service. For instance, if you need to obtain a life insurance or disability policy, we will suggest the kind of policy, which riders and what amounts may be best for you. We will then direct you to a choice of companies that can provide a quality product at competitive prices for you.

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